Redtail, Morningstar announce integration deal to bring research to CRM system
Popular customer relationship manager plans to launch a new user interface in the fourth quarter.
Redtail Technology Inc. and Morningstar Inc. announced Monday a deal that will bring the research firm's investment analytics to the popular client relationship management system.
The seamless access to Morningstar's research and analytics will come when Redtail launches a new user interface in the
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